Viking Global Investors
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Viking Global Investors’s CSX Corp CSX Stock Holding History

Viking Global Investors’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$767M Buy
18,678,052
+4,860,513
+35% +$190M 2.14% 16
2025
Q4 		$501M Sell
13,817,539
-2,130,180
-13% -$76.2M 1.33% 29
2025
Q3 		$566M Sell
15,947,719
-2,924,163
-15% -$99.9M 1.47% 28
2025
Q2 		$616M Buy
18,871,882
+1,803,113
+11% +$54.3M 1.78% 21
2025
Q1 		$502M Buy
17,068,769
+2,396,232
+16% +$76.1M 1.6% 26
2024
Q4 		$473M Buy
14,672,537
+5,320,790
+57% +$182M 1.53% 27
2024
Q3 		$323M Buy
9,351,747
+4,613,203
+97% +$157M 1.18% 28
2024
Q2 		$159M Buy
4,738,544
+780,747
+20% +$26.5M 0.61% 40
2024
Q1 		$147M Buy
3,957,797
+823,884
+26% +$30.1M 0.55% 46
2023
Q4 		$109M Sell
3,133,913
-7,506,915
-71% -$239M 0.4% 52
2023
Q3 		$327M Sell
10,640,828
-2,166,123
-17% -$68.6M 1.33% 26
2023
Q2 		$437M Sell
12,806,951
-9,250,168
-42% -$293M 1.79% 19
2023
Q1 		$660M Buy
22,057,119
+6,508,996
+42% +$200M 3.1% 12
2022
Q4 		$482M Buy
+15,548,123
New +$468M 2.41% 15
2020
Q2 		– Sell
-2,532,546
Closed -$48.4M – 76
2020
Q1 		$48.4M Buy
+2,532,546
New +$59.1M 0.25% 54

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viking Global Investors's CSX Position: Q1 2026 in Review

Viking Global Investors increased its CSX Corp (CSX) stake by 35% in Q1 2026, buying an estimated $190M and bringing the position to 18,678,052 shares worth $767M. The position accounts for 2.14% of the portfolio, ranked #16.

Viking Global Investors first reported a position in CSX in Q1 2020 and has held it in 15 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Viking Global Investors held 18,678,052 shares of CSX Corp worth $767M as of Q1 2026.
  • Viking Global Investors bought 4,860,513 CSX Corp shares in Q1 2026, an estimated $190M.
  • CSX Corp made up 2.14% of Viking Global Investors's portfolio in Q1 2026, its #16 holding.
  • Viking Global Investors first reported a position in CSX Corp in Q1 2020 and has held it in 15 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Viking Global Investors's 13F filing for Q1 2026, filed 15 May 2026.